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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1976	Walleye Capital New York	$42.5M	+$7.12M	15	1.32%	Increased
1977	BW Gestao de Investimentos Sao Paulo, Brazil	$42.5M	-$964K	3	12.36%	Reduced
1978	Farmers Trust Company Youngstown, Ohio	$42.4M	-$2.19M	6	8.73%	Reduced
1979	Chapman Investment Management San Anselmo, California	$42.4M	+$2.13M	3	19.37%	Increased
1980	First Interstate Bank Billings, Montana	$42.3M	-$396K	5	4.1%	Reduced
1981	Susquehanna International Group (Ireland) Dublin, Ireland	$42.3M	-$2.49M	1	17.39%	Reduced
1982	Knuff & Co Foster City, California	$42.3M	+$5.15M	8	13.1%	Increased
1983	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$42.2M	+$16.1M	7	6.9%	Increased
1984	One01 Capital Burlingame, California	$42.1M	$0	2	16.23%	Maintained
1985	Fuller & Thaler Asset Management San Mateo, California	$42.1M	-$570K	5	0.24%	Reduced
1986	Parkwood LLC Cleveland, Ohio	$42.1M	-$19.7M	9	7.17%	Reduced
1987	GWSG GPS Wealth Strategies Group Centennial, Colorado	$42M	-$1.02M	17	9.27%	Reduced
1988	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$42M	-$4.48M	4	5.73%	Reduced
1989	CL CIM LLC Albany, New York	$42M	-$1.85M	4	7.83%	Reduced
1990	NG Northstar Group New York	$42M	-$101K	6	10.01%	Reduced
1991	Bessemer Securities New York	$41.7M	+$7.66M	3	11.29%	Increased
1992	Duff & Phelps Investment Management Chicago, Illinois	$41.7M	+$929K	6	0.49%	Increased
1993	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$41.7M	+$340K	6	12.26%	Increased
1994	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$41.7M	-$1.62M	6	11.92%	Reduced
1995	Herald Investment Management London, United Kingdom	$41.6M	+$3.58M	9	6.75%	Increased
1996	SG Swarthmore Group Philadelphia, Pennsylvania	$41.5M	+$5.74M	5	9.86%	Increased
1997	Altavista Wealth Management Asheville, North Carolina	$41.5M	+$368K	6	8.37%	Increased
1998	Perkins Coie Trust Company Seattle, Washington	$41.4M	-$117K	9	12.15%	Reduced
1999	Fragasso Financial Advisors Sewickley, Pennsylvania	$41.4M	+$15.8K	6	4.89%	Increased
2000	Hayek Kallen Investment Management Fairhope, Alabama	$41.4M	-$186K	6	14.75%	Reduced